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Goals: Adding Key Results

CJ Tirado avatar
Written by CJ Tirado
Updated over 11 months ago

Key Results can be added to Goals as an additional factor in tracking and breaking down goal completion. You can think of Key Results as Sub-Goals!


Steps to Add Key Results to Goals

From a Goal, click the dropdown arrow to the left of the title

Click + Add Key Result button

  1. Enter Key Result Title

    1. This is a short summary of the Key Result

  2. Select a Due Date

    1. This Month, This Quarter, This Year, or Custom Date

  3. Set Weight to the Key Result on a scale from 1 to 10

    1. Here you will decide how this key result will contribute to the completion of this specific goal

  4. Description of the Key Result

  5. Set the Progress Calculation

    1. Percentage - is just simply 0-100% slider bar tracker.

    2. Number - set a Target number and the Metric.
      This calculation is able to track numerically how close someone is to a target (ex. 25 out of 30 calls would update to 83%).

    3. Binary – True or False. This is useful in tracking a goal where you have either completed the task or reached an achievement (will give full credit if completed and 0% credit for being incomplete).

Save each Key Result by clicking the Save Button at the bottom of the window.

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